| Launch date | 20 Nov 2020 |
| Allotment date | 11 Dec 2020 |
| End date | 04 Dec 2020 |
| NAV | ₹10.00 |
Fund Overview
Overview of Kotak ESG Opportunities Fund Direct - Growth - NFO
Expense ratio, exit load and tax
Expense ratio: 0.38%
Inclusive of GST
Exit load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹5,000 |
| Min. for SIP | ₹1,000 |
Fund management
Harsha UpadhyayaNov 2020 - PresentView details
Harsha Upadhyaya
Nov 2020 - Present
View details
Education
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Experience
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
Also manages these schemes
Arjun KhannaNov 2020 - PresentView details
Arjun Khanna
Nov 2020 - Present
View details
Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | #5 in India |
|---|---|
| Total AUM | ₹2,85,392.44Cr |
| Date of Incorporation | 05 Aug 1994 |
|---|
Kotak ESG Opportunities Fund Direct - Growth - NFO is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made
| Fund benchmark | NA |
|---|
Fund house contact details
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
[email protected]Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.com